Global online furniture retailer Wayfair has reported a growth in third quarter sales despite a decline in active customers.

According to its Q3 trading updated ended 30 September 2025, total sales stood at $3.1 billion, increasing by $233 million, or up 8.1% year-over-year.

Total net revenue excluding the impact of its exit from the German market grew 9.0%.

US net revenues rose 8.6% to $2.7 billion, while International sales increased 4.6% to $389 million.

Net loss was $99 million and Non-GAAP Adjusted EBITDA was $208 million for the period.

Furthermore, Wayfair said that during the quarter, active customers totalled 21.2 million, a decrease of 2.3%.

Niraj Shah, CEO, co-founder and co-chairman, Wayfair, said: “The third quarter was a great success – share gain further accelerated, with revenue growing 9% year-over-year excluding Germany. We saw orders delivered grow by over 5% year-over-year in the quarter, including new orders now growing mid-single digits for two quarters in a row.

“This came in tandem with more than 70% year-over-year growth in Adjusted EBITDA. Our 6.7% Adjusted EBITDA margin marks the highest level achieved in Wayfair’s history outside of the pandemic period. As we’ve promised, substantial profitability flow through is powered by a strong contribution margin and fixed cost discipline as our business has returned to growth.”